CRM Software for Small Business List (July 2025)

Betterlance CRM helps freelancers stay top-of-mind with clients and new leads. Keep track of all your clients and leads, get regular reminders to follow up, and use email templates to make it all quick, easy, and effective. Tap into the best source of more freelance income, your previous clients, and the existing network. They know you're busy running a freelance business, but don't let client communication slip through the cracks.

Spiro is a proactive relationship management platform that automatically creates contacts, organizes, and prioritizes opportunities, and proactively recommends the next steps to move all your team's deals forward. Spiro intelligently recognizes anomalies in your pipeline and proactively recommends the next steps. Spiro provides unrivaled visibility into your team’s activities to focus your coaching on the right opportunities. They use OAuth2 to authorize SaaS services and do not store usernames or passwords for those services.

Radius Assist is an inside sales agent (ISA) service for organizations associated with the real estate industry. The platform acts as a mediator between organizations and their client. The ISA team behind the software qualifies potential leads on behalf of the business houses and schedules appointments with them. It helps to save their valuable efforts and time. Enterprises can seamlessly submit their leads to Radius Assist by integrating the particular with their pre-existing real estate lead sources, or by sending spreadsheets via emails. A dedicated ISA team within the software connects with the leads via email, text or call, and coordinates a convenient meeting schedule once the lead gets qualified. Within Radius Assist, organizations get to decide on the areas, types and price range for individual leads. Moreover, an interactive dashboard, within the software, offers summarized engagement metrics along with the progress levels of the particulars.

Oracle CX Sales guides sellers with the most intelligent and relevant recommendations for sales. The set of tools provided by Oracle CX Sales is all powered by machine learning that mostly focuses on clean and reliable customer data for clients to trust on. The platform further enables clients to automate every task related to product and work management, allowing sales representatives to access critical records easily. So that client organisations can focus their real concern towards information and more time selling. The featured functions thus include sales force automation, sales planning, customer data management, data fox data management, sales performance management and virtual sales capabilities. Further, it enables clients to unify instant customer intelligence with data sourced from ERP and HR systems for generating ideal quotas, aligning sales compensation and managing territories to meet and, of course, exceed immediate business goals. Some of the notable tools include digital sales assistants, adaptive search and a lot more of them that provide a seamless B2B or B2C experience.

Introducing Opal CRM, the ultimate solution for contract manufacturing companies seeking unbeatable sales tracking capabilities. They understand that in a fast-paced industry, staying ahead of the competition is vital. That's why Opal CRM has been meticulously crafted to empower their field sales teams like never before. With Opal CRM, their sales representatives will gain access to a comprehensive arsenal of tools designed to boost their performance and drive maximum results. From establishing foolproof sales plans to setting ambitious goals, Opal CRM equips its team with the strategic insights they need to conquer new markets and seize endless opportunities. Gone are the days of aimless wanderings in the business wilderness. Opal CRM grants its sales representatives the power to navigate through the competitive landscape with confidence and precision. No longer will they be left to their own devices, hoping for a stroke of luck. Instead, they will harness the full potential of Opal CRM's intuitive features to maximize their incentives and exceed targets with ease. Opal CRM understands that success is all about data and more importantly, how well they interpret it. That's why this cutting-edge analytics engine goes above and beyond, transforming raw numbers into actionable insights. Say goodbye to guesswork and hello to data-driven decision-making. Armed with invaluable intelligence, their team can effectively identify trends, pinpoint lucrative markets, and strategically allocate resources for optimized results. But Opal CRM is not just another run-of-the-mill sales tracking tool. It is a game-changer, revolutionizing the way contract manufacturing companies operate. Seamlessly integrating with their existing systems, Opal CRM ensures a hassle-free implementation process, avoiding any disruption to their day-to-day operations. They understand that their time is precious, and that's why Opal CRM is built to seamlessly fit into their routine, enhancing productivity rather than causing unnecessary headaches. This commitment to excellence extends beyond the product itself. Opal CRM is accompanied by this stellar customer support team, who are always ready to lend a helping hand. This knowledgeable expert will guide them through any challenges they may encounter, ensuring a smooth experience from the start to the finish line. Opal CRM is not a mere tool it is a partner that collaborates with them to achieve unprecedented success. Are they ready to give their sales team the competitive edge they deserve? Say goodbye to mediocrity and embrace excellence with Opal CRM. Empower their sales representatives, drive exceptional results, and unlock a future brimming with possibilities. Get on board today and join the ranks of industry leaders who have chosen Opal CRM as their secret weapon.

Manage, Deliver, Capture, Collaborate. StellarisSphere is the ultimate solution for professionals looking to skyrocket their team's productivity and effortlessly handle all aspects of client management. With StellarisSphere, they can keep all their client information organized in one place. Say goodbye to scattered spreadsheets and endless searching. Everything they need is just a click away. Timely Project Delivery: Stay on top of their projects and never miss a deadline again. StellarisSphere's intuitive project management tools help they allocate resources, track progress, and ensure smooth project delivery, all while maintaining their budget. Seamless Lead and Opportunity Capture: Say hello to a streamlined sales process. StellarisSphere enables they to capture and track leads and opportunities effortlessly, ensuring no opportunity falls through the cracks. Convert potential clients into loyal customers with ease. Effortless Collaboration: Collaboration is key to success. StellarisSphere's built-in collaboration features allow their team members to communicate, share files, and work together seamlessly. No more emails lost in crowded inboxes or confusion due to miscommunication. StellarisSphere empowers they and their team to work smarter, not harder. By streamlining client management and project delivery, they gain more time to focus on what truly matters - delivering exceptional results. Targeted for Professionals, Built for Success Designed with professionals in mind, StellarisSphere provides a user-friendly interface and robust features to simplify their workflow. From freelancers to agencies, consultants to small businesses, StellarisSphere caters to their specific needs. With a professional tone and an informative approach, StellarisSphere equips they with the tools they need to excel in their industry. Stay organized, deliver projects efficiently, capture new opportunities, and collaborate effortlessly with StellarisSphere. Discover the power of StellarisSphere today and unlock the true potential of their team's productivity.

Prospect CRM is a comprehensive CRM tool for manufacturers, wholesale & distributors businesses. Prospect Stock-Aware CRM combines the best conventional CRM, including sales pipeline, marketing, and customer Service Management. With the reality of selling B2B products, this tool helps quote, order, inventory management, special pricing, backorders, product information, and even contracts, serial numbers, and asset tracking to ensure your sales and service teams are fully Stock-Aware.

Elevate their real estate ventures with the innovative BLeadX CRM software, a cloud-based powerhouse tailored to modernize their business operations. Designed with precision to cater seamlessly to real estate professionals, this solution reshapes property management with supreme efficiency, encapsulates robust lead tracking systematics, and equips them with sophisticated client communication tools. Leverage the pinnacle of technology with features like unparalleled mobile accessibility, granting them the power to manage their business anytime, anywhere. Simplify complex processes with this automated task management, freeing up valuable time to focus on what truly matters growing their business. The integration of advanced analytics into BLeadX provides a platform for strategic decision-making, encompassing thorough insights that guide them towards a path of continuous improvement and success. This high-caliber CRM is not just a tool but a transformational force, offering ease of use without compromising advanced capabilities. Position yourself at the forefront of the real estate market with BLeadX CRM software, their ally in forging a trail of industry excellence. Empower their operations, enrich their client relations, and embrace the triumph of strategic innovation, all with the reassuring support of a truly proficient technology partner.

Funnel CRM is a CRM software that helps in tracking leads, managing follow-ups, and closing deals seamlessly. Owing to its simplicity, anyone from a freelancer or an SMB owner can implement a CRM to help them with better conversions. The tool is equipped with a custom contact form builder, which acts as a starting point to collect user data on any desired web page. Once a potential customer’s data is collected, the complete sales funnel gets activated allowing a hassle-free mechanism to follow up and convert them. The modern dashboard allows tracking all leads and persuading them with professionally formatted proposals. To further help in managing the leads, all contacts are stored in a database that grows with your business needs. Unlike other popular CRM software, Funnel allows replying to potential customers directly via mobile phones through its Gmail integration, thereby reducing the overall friction of talking to users.

Apptivo Help Desk software can be run on several platforms like Mac, Window, iOS, Android etc. The software is available as cloud-based one and also in SaaS form. Help desk features included are automated routing, SLA or Contract management, knowledge base management and also ticket management. The tool further includes data level access restrictions and email templates. You can create custom views and edit fields, share sections across apps due to the software being highly customizable. Apptivo Help Desk software facilitates resolving tickets faster and on a consistent basis.You can also set strategies to auto-convert customer emails to tickets to ensure no tickets are missed.

Crust CRM suite is designed on top of the low-code platform and is highly scalable, versatile, and open-source software making it the best salesforce choice. It allows salespeople to sell faster and connect with the clients, leads, and team members effortlessly than ever before. Crust CRM profusely helps companies internally connect while engaging with its clients, manufacturers, third parties, partners externally. Moreover, its consistent integration with crust messaging solution makes it the most versatile and complete self-hosted CRM framework. The Crust CRM believes in managing and correlating with an advanced workflow engine. It extensively automates and streamlines the business's crucial tasks and enhances their efficiency. On top of that, the interface is straightforward to modify and alter as per the seller's needs. Crust CRM will fasten your business efficiency by selling faster, and sellers can customize their own tuned views, dashboards, and lists. It enables the sales representatives to access the information that they need quickly. With the CRM suite, sellers can sell faster and offer better service, and it follows the pricing per feature strategy

Apro is a CRM tool for professionals and businesses with various automation features that simplify the workflows of both SMEs and large enterprises. The tool easily integrates with all leading internet services and social networks and is known for its responsive online support. Business functions that the tool combines together include client database management and sales optimization. With specific industry-tailored versions, Apro can meet niche business demands and needs. With a flexible architecture, it can be easily adjusted to the challenges that the user is facing and adapt to varying levels of workflows. Apro can collate the data about all leads from multiple sources including website, online chats, portals, social media, and advertising channels. And with automatic rules of lead distribution, leads can be effectively routed among CRM users for more organised processing and better chances of conversion.

EmailGreen is an easy-to-use solution to organize contacts for business. The software offers a survey creation tool to collect feedback from your customers about your product or service. Create beautiful emails with responsive templates and manage events with calendars for better workflows. It integrates with Zapier, GreenRope. Marketers, Small and Medium companies make use of the software.

Online Cloud-based Office Management Software For CA, CS, CMA, Tax Consultants, Advocates and every professional to manage their office work, team, clients & invoicing. Getting started is as easy as creating a Google account.

DokioCRM is cross-platform software. It can be installed on a remote VPS-server and can work with it from any OS and any modern browser. Free and open source CRM for small business. Manage customers, sales and finances. Have access to full analytics of company.

Scratchpad is a versatile customer relationship management software that lets you update and maintain your pipeline in Salesforce. It is the first sales-focused workplace. It connects to Salesforce to reduce tabs and duplicate work by combining spreadsheets, sales notes, search, projects, collaboration, Kanban boards, and sales process adherence in one easy and intuitive workspace. The platform integrates notes, tasks, and customer information, such as activity history, calendar events, and emails, into a single, easy-to-understand interface to enhance collaboration. It eliminates the need to switch between tabs to obtain a complete view and take action. You can update critical fields for each opportunity, connect your notes, and create tasks more quickly than ever before with Scratchpad. With Scratchpad, you can also increase the amount of contextual data in your CRM with less effort. You can create tasks, examine and add new contacts, and launch your sales notes straight from your calendar to clear your mind. Additionally, users can have all of their essential transaction information displayed to them in real-time anywhere on the web using Scratchpad Command.

Salt CRM is a customer relationship management software with project management features that allows team collaboration. Salt CRM is modified to fit you’re your company profile using your domain, logo, and color scheme to make sure you, as well as your customer are satisfied. With Salt CRM, you can manage your projects and time spent working upon it by each team member. There is also a customer area where clients can view details related to their projects and invoices are generated to also keep them on track. Salt CRM is designed in detail to make it optimized to fit screens of various sizes. Its UI is freely customizable as you can pick themes to fit your company profile and you can also re-organize the admin menu to fit your style. The security of your project and its privacy is also assured as a server side encryption and Google reCaptcha are in place to keep sensitive data safe and protect against hacking from bots. Your data is also automatically backed up after a fixed time interval for safe keeping. Salt CRM creates project context with spaces to store and talk about design ideas. It is simple, fast and easy to use.

Cobalt is a CRM tool that helps businesses to find hidden value in their customer data. The tool aims to make every customer encounter impressive and effortless with a system that adapts to the latest technologies in the world. Users can boost their customer visibility in functions such as sales, marketing, and customer service. They can also connect their data across every internal system for easy and efficient reporting. And with the help of mobile platforms, team efforts can be coordinated across verticals. Cobalt includes a range of dedicated modules that eliminate the gap between customer communication. The tool has been designed to operate inside Microsoft Dynamics 365 with tailor-made deliveries. Managers can leverage the tool to make the efforts of their employees more data-centric and audiences can be engaged to meet their expectations in terms of registration, account updates, subscriptions, and more. Cobalt can be integrated across disparate systems such as accounting, e-commerce, event management, and more.

Aurea CRM (customer relationship management) solution that lets you drive customer engagement tools deep into your sales organization. ACRM gives sales an AWS-powered holistic view of every interaction and every contact with deep analytic insights. The Aurea hybrid cloud deployment model utilizes the best of AWS to deliver improved availability over on-premise deployments, greater scalability, and lower TCO. Aurea’s mobile CRM solutions mean you can access customer information, process orders, and comprehensively manage your accounts wherever and whenever, whether on the road, at a point of sale, or in a meeting. These user-friendly mobile solutions are made for the mobile devices you use every day eg smartphones, tablets, iPads, and laptops. With 6x faster performance than the standard edition, streamlined UX, additional add-ons and integrations, and Platinum Support, it offers a superior platform for growth and innovation. With sales intelligence, sales reps know where to spend their time and how, using predictive analytics to identify deal threats and accelerators. Predictive CRM helps to rapidly identify your most promising prospects, built hyper-targeted segments, and personalize outreach at scale which results in a significant increase in conversion rates on inbound and outbound campaigns.

OneHash CRM is a software-as-a-service (SaaS) CRM and ERP solution that helps you increase sales, enroll clients faster and accomplish more with less. It assists the users in building long-term client connections by simplifying and automating operations and enhancing cooperation and communication among the parties involved. OneHash CRM reduces the expense of human lead assignment by using the power of logical sequencing to allocate leads automatically. It helps in improving pipeline management, and increasing income by combining cutting-edge technology with an aesthetically pleasing UI. It further enables the user in tracking leads and in creating invoices and estimates. You can also increase your audience engagement with better content and manage campaigns with OneHash. Users can additionally manage their contacts along with monitoring their call logging with OneHash. The software can easily be integrated with multiple other websites like Shopify, Slack, and much more. It also supports Android and iOS for better functioning of operations. They offer three pricing plan variations: the Startup plan is free, while the unlimited and ultimate plans are $10 and $25 per user per month respectively.